BTG Group

The BTG Group ('BTG') is a leading provider of low-tax fiduciary and investment services. We are a boutique financial services provider whose services are designed to protect and enhance the wealth of its clients. BTG provides customised business solutions through professional service delivery from our centres of excellence in Switzerland, Jersey, Mauritius and South Africa.

Trust and Corporate Services

The establishment and administration of offshore trust structures as part of a strategy relating to tax planning, asset protection and estate planning. New trusts can be created or for those with existing structures from other service providers, BTG can normally take over the trusteeship.

The formation and administration of companies from a wide variety of onshore and offshore jurisdictions including the British Virgin Islands, Bahamas, Nevis, Mauritius etc. The purpose of these may be for a wide range of objectives including property acquisition, asset holding and corporate planning.???????

Asset Management Services

It is essential from the outset to establish the correct balance between return and risk for each client and to provide them with the most appropriate investment strategy to achieve their aim.

We do this by managing a number of investment models which are comprised of individual equity and bond securities, in addition to a multi-asset service which uses passive & active collectives within a rigorous asset allocation framework.

Wealth Management Services

One of the key aspects of investing is trust and we focus on creating this trust by the development of a holistic, completely independent, fully transparent and optimised wealth plan for our affluent individuals.

It is crucial to create a wealth plan that seeks to protect your needs now, and that plans for the future, in a tax-efficient manner. We operate within a highly regulated environment. This is in the best interests of our clients as it ensures that the highest professional standards are maintained. As such, systems have been put in place to ensure full compliance with all regulatory requirements.